Downgrading Your Account
If you are a SmartVault Administrator, you can downgrade your account in the SmartVault portal.
For example, you can downgrade a Professional plan to a Team plan, or a Team plan to an Individual plan in just a few clicks.
You can also remove user and client licenses you no longer need from your plan.
f you are on a monthly billing cycle, you can downgrade your plan at any time.
If you are on an annual billing cycle, you cannot downgrade your plan until you are on your last month of your annual billing cycle.
You can upgrade your plan and then downgrade, or remove, extra user licenses as long as your total full user license count does not decrease. For example, assume you have a Team plan (which includes three full access users) plus an additional two full access users that you purchased, for a total of five users. You can upgrade to Professional plan (which includes five full access users) and drop, or downgrade your two additional licenses to keep your total license count at five. However, if you want to downgrade your number of users when upgrading your plan, you must do this in a single transaction. You cannot first upgrade your Professional plan, save your changes, and then go back and try and remove your additional users you no longer need.
Note: If you want to remove extra users, clients, or guests from your account, but keep the licenses so they can be used with other users, you can do this on the
Edit Licenses dialog box in the SmartVault portal. For more information, see
“Managing User Licenses” .
To downgrade your account:
2. In the Advanced view, in the left tree pane, select the account you want to downgrade.
3. In the right task pane, under Account Tasks, click Manage Bill.
Note: You must be a SmartVault Administrator in order to upgrade an account. If you do not see a
Manage Bill link in the right task pane when you click on the account, your SmartVault user ID is not a member of the SmartVault Administrators group for the account. For more information about adding a user to the SmartVault Administrators group, see
“Adding Users to the SmartVault Administrators Group” .
4. Under Current Plan and Usage, review your current billing information, such as how much disk space you are currently using, and how many user, client, and guest licenses you are currently using.
5. Under Update Plan, review each item you have and make adjustments based on your usage.
For more information about what is included in each plan and how to determine which plan is right for you, review the following topics:
6. If you want to change your billing cycle, in the Billing Cycle field, select the billing cycle you want to specify for the account.
– If you are on a monthly billing cycle, you can downgrade your plan at any time, or change your billing cycle from Monthly to Annual at any time.
– If you are on an annual billing cycle, you can downgrade your plan at any time. However, you cannot change your annual billing cycle from Annual to Monthly until you are on your last month of your annual billing cycle.
7. Click Save.
